Accounting & AuditData Feeds - Grow SMSF Administration Data Feed List

We can obtain numerous data feeds via our SMSF administration software platform, has direct electronic connections with institutions in the financial services community. These connections allow us to automatically load your client’s data directly into our administration software on your behalf.

The types of data feeds include banking, stockbroking, wrap account and others from a wide variety of institutions.

It’s important to understand that the availability and quality of an SMSF data feed can also impact your self managed super fund fees.

Different institutions have different authority models. In general, authorities are adviser or individual authorities.

Bank and Cash Account Data Feeds

Below is a list of supported direct bank and cash account feeds.

  • Adelaide Bank (including Sandhurst Trustees Cash Management Trust)
  • AMP Banking
  • ANZ
  • ANZ Cash Investment Accounts (Associated with ANZ Share Investing aka E Trade Cash Accounts)
  • Bank of Melbourne
  • Bank of Queensland (BOQ)
  • Bank SA (Bank of South Australia)
  • Bankwest (BWA Cash Management Accounts only)
  • Bell Potter Capital
  • Bendigo Bank
  • CBA (Commonwealth Bank of Australia) & Commsec CDIA
  • Commsec Adviser Services
  • DDH Graham
  • HSBC
  • Hume Bank Limited (Previously Hume Building Society)
  • ING – Adviser
  • Macquarie Cash Products (Macquarie CMA)
  • NAB (National Australia Bank)
  • RaboDirect – Adviser
  • St George
  • Westpac (WBC)

 

Bank account not listed?

If the bank or credit union account is not listed above. please contact us.

What is the best SMSF bank account? Find out here!

Investment Platform Data Feeds

Below is a list of supported Platforms, Wrap, IMA and SMA account data feeds.

  • AMP North
  • AMP PPS – Personalised Portfolio Service
  • Antares Capital SMA
  • Asgard
  • Australian Money Market – AMM
  • Beacon Wrap Service
  • Bell Equity Lever
  • Bellmont Securities
  • BT Panorama
  • BT Wrap (including white-labels)
  • Colonial First Choice
  • Colonial First State (CFS)
  • Colonial FirstWrap
  • Crestone Wealth Management
  • DNR Capital (Dalton Nicol Reid)
  • Elston*
  • Encircle Portfolio Service
  • Evans and Dixon Platform
  • Fixed Income Investment Group Securities – FIIG Securities
  • Fitzpatrick
  • Fortnum eClipse UMA
  • HUB24
  • Implemented Portfolios
  • Investment Exchange
  • IOOF
  • IOOF Portfolio Service
  • IOOF Pursuit
  • Macquarie Equity Lever
  • Macquarie Private Portfolio Management MPPM
  • Macquarie Vision
  • Macquarie Wrap
  • Managed Accounts – IAS
  • Mason Stevens
  • MLC Navigator
  • MLC Wrap
  • Momentum
  • Netwealth Investments
  • Northhaven Wrap
  • Oasis
  • Omniport Wrap Service
  • OneVue
  • Ord Minnett PARS
  • Patersons Accolade
  • Perpetual Private Wrap
  • Powerwrap
  • Premium Choice
  • Praemium including Blackrock
  • Private Portfolio Management (PPM)
  • Politis Investment Management
  • Russell Investments
  • Storehouse Managed Investments
  • Symetry Portfolio Service
  • Vantage Portfolio Solutions
  • Xplore Wealth

 

Stockbroking and Share Trading

Below is a list of supported stockbroking feeds.

  • Alert Trader Securities
  • Ascot Securities
  • Amscot Broking
  • ANZ Advantage
  • ANZ Share Investing
  • Baillieu Limited
  • Baker Young Stockbrokers
  • Bell Direct
  • Bell Potter Securities
  • Bendigo Invest Direct
  • Beulah Capital
  • BOQ Trading
  • Bridges Financial Services
  • Burrell Stockbroking
  • Cashel House
  • CMC Markets
  • CCZ Statton Equities
  • Chancellor Portfolio Services
  • CommSec
  • Commsec Adviser Services
  • CPS Capital Group
  • Crystal Wealth Partners
  • D2MX
  • Desktop Broker (Bell Direct)
  • Directshares (St George)
  • DJ Carmichael
  • Evans and Partners
  • Euroz Securities
  • Fernshaw Securities
  • FinEx Stockbroking (Formerly Lonsec )
  • First Prudential Markets
  • Gleneagle
  • Hanuman Private Wealth
  • HK Securities
  • JBWere
  • Kinetic Securities
  • Macquarie Online Trading
  • Macquarie Prime
  • Macquarie Private Wealth
  • Morgans
  • Morgan Stanley
  • Morrison Securities (Formerly D2MX)
  • nabtrade
  • One Trade Stockbroking
  • OpenMarkets
  • Ord Minnett Stockbroking
  • Patersons Securities
  • Phillip Capital
  • Prescott Securities
  • Pulse Markets
  • QSmart Securities
  • Raven Capital
  • Renaissance Wealth Advisors
  • Suncorp Share Trade
  • Saxo Capital Markets
  • SelfWealth
  • Sentinel
  • Shaw and Partners
  • Spring Financial Group
  • St George Directshares
  • Taylor Collison
  • The SMSF Club
  • Trend Investment Services
  • UBS (ASX LIsted Assets Only)
  • Wentworth Group
  • Westpac Online Investing
  • William Shaw Securities
  • Wilson HTM

If the broker you are utilising is not shown below, please contact us.

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General Information Warning & Disclaimer

All information contained on this website is provided as an information service only and, therefore, does not constitute, and should not be relied upon as, financial product advice. None of the information provided takes into account your personal objectives, financial situation or needs, and you will need to make your own decision about how to proceed. Alternatively, for financial product advice that takes account of your particular objectives, financial situation or needs, you should consider seeking financial advice from an Australian Financial Services licensee before making a financial decision.

Grow SMSF does not hold an Australian Financial Services Licence (AFSL) and we are not authorised representatives of a AFSL. We do not provide financial product advice or recommend any financial products either expressly or implied.

From time to time Grow SMSF may produce information or content about specific financial products or services that enable access to specific financial products however we do not recommend, endorse or confirm as suitable any financial product or service featured on the Grow SMSF website or social media assets. This condition specifically applies to any financial product where Grow SMSF provides services at a discounted or preferential fee due to the use of those products, services or accounts. It’s not compulsory to utilise a specific account or service provider to be a client of Grow SMSF however the types of accounts, investments and service providers you use for your SMSF will determine the fees your SMSF is charged.

Where Grow SMSF provides information in relation to a financial product or service supported by or integrated with Grow SMSF the information is factual information only about the operation of the account or service and how data or reporting information is made available to us. Before making a decision on any financial product for your SMSF you should obtain a Product Disclosure Statement (PDS) relating to that product and consider the PDS before making any decision. As financial product and solution providers are frequently making changes to their products and services Grow SMSF cannot accept any responsibility for any outdated or inaccurate information provided on this website or via social media assets.

Grow SMSF Gold Coast based accountants looking after SMSF trustees from around Australia.

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